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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,107 | $44,103+97.5% | $75,826+14.9% | $64,173+35.7% |
| Participation rate | 81.5% | 62.7%+18.7pp | 68.2%+13.3pp | 69.6%+11.9pp |
| Annual return | 0.00% | -4.72%+4.7pp | 1914.15%-1914.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,162 | $1,446+49.6% | $1,913+13.0% | $2,381-9.2% |
| Participant deferral / active EE | $3,770 | $2,204+71.1% | $2,862+31.7% | $3,470+8.7% |
| Admin fee / account holder | $1,345 | $3,506-61.6% | $4,726-71.5% | $4,887-72.5% |